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《大行報告》中銀國際升同程旅行(00780.HK)目標價至25.7元 末季經調整淨利潤略勝預期
阿思達克 03-20 15:09
中銀國際發表報告指,同程旅行(00780.HK)去年第四季經調整純利4.83億元人民幣,創季度紀錄新高,略超出該行預期,並首次宣布派息,屬令人鼓舞的正面訊息。 報告指,管理層有信心爭取更多市場份額、增長跑贏同業,相信主要增長動力來自新收購的旅行團業務,透過支付寶等手機應用程式取得新客源,以及公司進取地發展出境遊及國際業務。該行對同程感到更樂觀,相信以往的收購將會創造新業務機遇,維持其「買入」評級,將今年核心每股盈利預測上調1%,目標價由24.5元上調至25.7元。
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